Details for Customer Search
Contents
It’s principally possible to fill in only parts of names in the customer name and signatory last and first name fields, but wildcards (*, ?) are not allowed. Also, the search procedure is not case-sensitive.
Example
Searching for customer name "soft" finds customer "SOFTPRO".
If a date in the past (differing from the actual date) is entered in the "date" field, the customer view for this specific date is loaded. Therefore, only signatories being valid on that date (historized signatories) will be displayed.
The date picker icon 
letting you easily choose dates instead of entering the date for the entry field manually. A date selection popup appears after clicking on the icon.
The checkboxes for "Stock Image View", "Signatory view" and "Image view" give you the possibility to pre-select the view option. One of them always has to be enabled, if more than one are "checked", all appropriate lists will be loaded.
By clicking "Search" the search is executed and the customer view is directly displayed, provided there is only one customer matching the entered search criteria. If more than one customer is found with the entered search criteria, a list with all matching customers will be displayed. This makes it possible to choose the requested one.
